Hiding public items and assemblies from your item selector

You can hide the CostCertified item library of pre-built assemblies and items from the view of your estimators/sales people.

  1. Open Settings and services panel

  2. Go to the Estimating settings page

  3. At the top, under general settings, turn off Allowed to see public items

 

And this is the result:

 

All browsing including searches are kept inside the scope of your own company, avoiding confusion for your sales people.